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Marshall & Sterling Wealth Advisors’s Home Depot HD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
1,829
+339
+23% +$110K 0.38% 48
2026
Q1 		$490K Sell
1,490
-67
-4% -$24.4K 0.32% 57
2025
Q4 		$536K Sell
1,557
-122
-7% -$44.7K 0.35% 51
2025
Q3 		$674K Sell
1,679
-113
-6% -$44.4K 0.43% 41
2025
Q2 		$652K Sell
1,792
-8
-0.4% -$2.9K 0.44% 41
2025
Q1 		$660K Buy
1,800
+128
+8% +$49.9K 0.45% 39
2024
Q4 		$650K Buy
+1,672
New +$683K 0.45% 38

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Home Depot (HD) stake by 23% in Q2 2026, buying an estimated $110K and bringing the position to 1,829 shares worth $645K. The position accounts for 0.38% of the portfolio, ranked #48.

Marshall & Sterling Wealth Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $674K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,829 shares of Home Depot worth $645K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 339 Home Depot shares in Q2 2026, an estimated $110K.
  • Home Depot made up 0.38% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Home Depot position peaked at $674K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.